Weflow makes it easy to create new records for your Salesforce on the go:
Here is a step-by-step guide on how to create new leads, contacts, opportunities or accounts on the go on the example of LinkedIn:
Go to LinkedIn
Hit CMD+J on MacOS or ALT+J on Windows to launch the Weflow Search
Check if the record already exists in your Salesforce database
If not, click on one of the options below "Add new" i.e. Contact
Fill out the required fields (based off your Salesforce settings) and hit save
The panel will open automatically and the record has now been created in Salesforce
You can use the fields in the panel to add other useful information
That's it. For information on how to install the Chrome Extension go here.
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